Oppenheimer Asset Management Inc. Decreases Stock Holdings in The Walt Disney Company $DIS

Key Points

• Oppenheimer Asset Management cut its stake in The Walt Disney Company by 3.1% in Q4, selling 7,030 shares and now holding 217,054 shares valued at about $24.7 million.
• Several other institutional investors boosted their Disney positions during the period, leaving hedge funds and other institutions with roughly 65.71% of the company's shares outstanding.
• Analysts are largely constructive (consensus "Moderate Buy" with an average price target near $133.53), but the biggest near‑term risk is an early FCC review of Disney‑owned ABC broadcast licenses amid political and PR pressures.

Oppenheimer Asset Management Inc. lowered its stake in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 3.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 217,054 shares of the entertainment giant's stock after selling 7,030 shares during the period. Oppenheimer Asset Management Inc.'s holdings in Walt Disney were worth $24,694,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in DIS. Brighton Jones LLC boosted its holdings in Walt Disney by 7.7% during the fourth quarter. Brighton Jones LLC now owns 26,767 shares of the entertainment giant's stock worth $2,980,000 after buying an additional 1,904 shares in the last quarter. Sivia Capital Partners LLC lifted its holdings in shares of Walt Disney by 31.9% in the second quarter. Sivia Capital Partners LLC now owns 5,470 shares of the entertainment giant's stock valued at $678,000 after purchasing an additional 1,322 shares in the last quarter. Schnieders Capital Management LLC. lifted its holdings in shares of Walt Disney by 16.2% in the second quarter. Schnieders Capital Management LLC. now owns 17,955 shares of the entertainment giant's stock valued at $2,227,000 after purchasing an additional 2,503 shares in the last quarter. Main Street Financial Solutions LLC lifted its holdings in shares of Walt Disney by 28.6% in the second quarter. Main Street Financial Solutions LLC now owns 8,330 shares of the entertainment giant's stock valued at $1,033,000 after purchasing an additional 1,855 shares in the last quarter. Finally, Ieq Capital LLC lifted its holdings in shares of Walt Disney by 10.8% in the second quarter. Ieq Capital LLC now owns 115,759 shares of the entertainment giant's stock valued at $14,355,000 after purchasing an additional 11,304 shares in the last quarter. Hedge funds and other institutional investors own 65.71% of the company's stock.

More Walt Disney News

Here are the key news stories impacting Walt Disney this week:

• Positive Sentiment: Analysts raised price targets and remain generally constructive on Disney, offering upside to current consensus and supporting investor optimism. Analysts Set The Walt Disney Company NYSE: DIS PT at $133.53
• Positive Sentiment: Wall Street aggregate recommendations and commentary have been positive, reinforcing a "buy" tilt among some brokers that can prop up the stock. Is Disney (DIS) a Buy as Wall Street Analysts Look Optimistic?
• Positive Sentiment: Disney trimmed stock‑based awards for some tech employees (max awards cut to 25% of base), a cost‑control move that can help margins and reduce share‑based dilution. Disney is slashing stock-based compensation for some tech employees
• Neutral Sentiment: Operational/tech initiatives — Disney is pushing internal AI adoption and offering facial‑matching park entry in California — signaling digital investment and operational changes that have long‑term efficiency potential but limited near‑term revenue impact. How Disney is pushing employees to use AI It’s a biometric world after all: Disney offers facial matching
• Neutral Sentiment: Park and merchandise activity (new pins, ride makeovers, event dates) are steady consumer touches — positive for seasonal revenue but not a material, immediate catalyst. ‘Incredibles,’ ‘Turning Red,’ and ‘Star Wars’ Pins Now Available
• Negative Sentiment: The FCC opened an early review of Disney‑owned ABC broadcast licenses, creating regulatory uncertainty and investor concern about potential license or valuation impacts tied to recent political pressure. This is the largest direct near‑term risk item for DIS. FCC Review Puts Disney Broadcast Licenses And Valuation In Focus
• Negative Sentiment: Political/PR fallout around ABC late‑night content and the Trump/Kimmel clash is pressuring CEO Josh D’Amaro and the company’s public standing — Forbes and NYT pieces highlight management being tested, which raises governance and execution concerns. Disney's Josh D'Amaro Faces Familiar Script in Latest Trump Fight New Disney Boss Is Tested by Trump and His Administration
• Negative Sentiment: Talent and public backlash over Marvel layoffs (public criticism from Evangeline Lilly) add reputational risk and potential content disruption. Evangeline Lilly Calls Disney's Marvel Layoffs "Disgusting And Horrible"
• Negative Sentiment: Analyst tweaks: Erste marginally cut FY2026 EPS estimates — not large but a reminder earnings momentum is watched closely ahead of upcoming reports. (Analyst notes reported in recent coverage.)

Walt Disney Stock Performance

NYSE:DIS opened at $103.88 on Friday. The firm has a 50 day simple moving average of $100.85 and a 200-day simple moving average of $106.79. The company has a debt-to-equity ratio of 0.31, a current ratio of 0.67 and a quick ratio of 0.61. The firm has a market cap of $184.02 billion, a PE ratio of 15.28, a P/E/G ratio of 1.42 and a beta of 1.44. The Walt Disney Company has a 1-year low of $89.61 and a 1-year high of $124.69.

Walt Disney (NYSE:DIS - Get Free Report) last posted its quarterly earnings data on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share for the quarter, beating analysts' consensus estimates of $1.57 by $0.06. The business had revenue of $25.98 billion during the quarter, compared to analyst estimates of $25.54 billion. Walt Disney had a net margin of 12.80% and a return on equity of 8.90%. The company's revenue was up 5.2% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.40 earnings per share. On average, equities analysts expect that The Walt Disney Company will post 6.61 EPS for the current year.

Analyst Ratings Changes

DIS has been the topic of several recent research reports. Guggenheim reduced their price target on shares of Walt Disney from $140.00 to $115.00 and set a "buy" rating on the stock in a report on Wednesday, March 18th. Morgan Stanley initiated coverage on shares of Walt Disney in a report on Tuesday, February 3rd. They issued an "overweight" rating and a $135.00 price target on the stock. Wells Fargo & Company reduced their price target on shares of Walt Disney from $150.00 to $148.00 and set an "overweight" rating on the stock in a report on Friday, March 27th. TD Cowen reaffirmed a "hold" rating and issued a $123.00 price target on shares of Walt Disney in a report on Tuesday, February 3rd. Finally, Barclays reduced their price target on shares of Walt Disney from $140.00 to $130.00 and set an "overweight" rating on the stock in a report on Wednesday, April 8th. Seventeen investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $133.53.

Walt Disney Profile

The Walt Disney Company NYSE: DIS, commonly known as Disney, is a diversified global entertainment and media conglomerate headquartered in Burbank, California. Founded in 1923 by Walt and Roy O. Disney, the company grew from an animation studio into a multi‑national entertainment enterprise known for iconic intellectual property and family‑oriented storytelling. Disney's operations span film and television production, streaming services, theme parks and resorts, consumer products, and live entertainment.

On the content side, Disney produces and distributes feature films and television programming through a portfolio of studios and labels that includes Walt Disney Pictures, Pixar, Marvel Studios, Lucasfilm and 20th Century Studios, along with broadcast and cable networks such as ABC, FX and National Geographic.

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